Request For Proposal (RFP) Support
RFP Process Breakdown
By Zachary1 author15 articles
- RFP Submission Workflow OverviewHow the six-step RFP submission workflow works, what to prepare before you start, and links to each step.
- RFP Submission Step 1: Review RFPWhat the buyer tells you on the Review RFP step, how to read the request details, and how to decline if you have nothing to submit.
- RFP Submission Step 2: Add InventoryThe grid where you enter units for an RFP: required columns, how pricing and proration work, and what gets validated when you save.
- RFP Submission Step 3: Unit DetailsCompleting the full specification for every unit: required and conditional columns, pricing, locked API-synced fields, and the values flagged as warnings.
- RFP Submission Step 4: Upload ImagesAdding photos to every unit in your submission: accepted file types, managing multiple images, and uploading to many units at once.
- RFP Submission Step 5: Upload Spec SheetsThe optional spec sheet step: uploading and replacing sheets, marking specs verified, and the confirmation shown before you continue.
- RFP Submission Step 6: Upload AttachmentsThe final step in the RFP submission workflow: adding supplemental attachments and submitting your response.
- How To View Submitted RFPsWhere to find requests you have already submitted or declined, and how to download the unit grid you sent as a CSV.
- How To Decline RFPHow to decline a request you cannot fill, the reasons you can give, and where the request goes afterwards.
- How To Re-Open An RFPWhy a submitted RFP can no longer be edited, and how to get one reopened if you need to correct pricing or add inventory.
- How To Create A Package In An RFPHow to build a package inside an RFP using the six-step package wizard, from details through to review.
- How To Add Inventory To An RFP Without A GridAdding units to an RFP straight from your Inventory tab instead of filling in the grid, and what to do if your inventory is not loaded yet.
- How RFP Flight Dates WorkThe three ways a buyer can request flight dates — fixed, flexible and multiple flights — and how to respond to each.
- How To Save And Reuse Package TemplatesSaving a package as a reusable template, applying one to a new RFP, and managing the templates you have saved.
- How To Use The Rationale And Unit Notes ColumnWhat the Rationale / Unit Notes field is for, where it appears, how the buying team sees it, and when a buyer can make it mandatory.